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First Trust Large Cap Value AlphaDEX Fund
FTA

218 hedge funds and large institutions have $901M invested in First Trust Large Cap Value AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $810M → $901M (+$90.7M)

5% more funds holding

Funds holding: 208 → 218 (+10)

2.58% more ownership

Funds ownership: 68.59% → 71.17% (+2.6%)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
78
Reduced
74
Closed
10
Calls
$1.43M
Puts
–
Net Calls
+$1.43M
Net Calls Change
+$1.43M

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$17.2M
2
LPL Financial
LPL Financial
California
+$6.31M
3
Raymond James Financial
Raymond James Financial
Florida
+$5.3M
4
NA
NewEdge Advisors
Louisiana
+$5.2M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$4.58M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.6M
2
AWM
AE Wealth Management
Kansas
-$3.7M
3
KPWS
Kestra Private Wealth Services
Texas
-$2.48M
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$2.39M
5
HI
Harbour Investments
Wisconsin
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
176
Nova Wealth Management
Florida
$174K -$641 -7 -0.4%
SWM
177
Spire Wealth Management
Virginia
$172K +$24.1K +263 +16%
IAIM
178
International Assets Investment Management
Florida
$148K -$3.3K -36 -2%
SIS
179
Sound Income Strategies
Florida
$143K – – –
BOJHT
180
Bank of Jackson Hole Trust
Wyoming
$137K – – –
ASN
181
Advisory Services Network
Georgia
$120K +$119K +1,298 New
CF
182
Centaurus Financial
California
$116K -$32.6K -356 -22%
SIM
183
Synergy Investment Management
Florida
$110K +$109K +1,189 New
HNB
184
Hilltop National Bank
Wyoming
$95.8K – – –
PB
185
Pinnacle Bancorp
Nebraska
$88.9K – – –
William Blair & Company
186
William Blair & Company
Illinois
$85.7K – – –
GSWM
187
Golden State Wealth Management
California
$82.9K – – –
Bessemer Group
188
Bessemer Group
New Jersey
$72K – – –
CFB
189
Cullen/Frost Bankers
Texas
$67.5K +$25.2K +275 +60%
ST
190
Smithfield Trust
Pennsylvania
$55K -$11K -120 -17%
CIR
191
Clear Investment Research
Georgia
$49.6K +$49.2K +537 New
SAM
192
Smartleaf Asset Management
Massachusetts
$46.4K -$4.95K -54 -10%
CI
193
CX Institutional
Indiana
$43K +$92 +1 +0.2%
GI
194
GAMMA Investing
California
$40.4K -$11.4K -125 -22%
PTC
195
Private Trust Company
Ohio
$39.7K -$16.8K -183 -30%
SEP
196
Signature Equity Partners
Ohio
$37.1K -$92 -1 -0.2%
SS
197
Sunbelt Securities
Texas
$34.2K – – –
MSG
198
Main Street Group
Virginia
$33.2K +$33K +360 New
Russell Investments Group
199
Russell Investments Group
United Kingdom
$33.1K +$5.59K +61 +21%
ADL
200
Asset Dedication LLC
California
$31.7K – – –
6 7
8
9 10

FTA Hedge Fund Activity: Q1 2026 in Review

218 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Large Cap Value AlphaDEX Fund (FTA) for Q1 2026, worth a combined $901M — up 11% from $810M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FTA positions and 10 closed out — a net gain of 15 holders — while 78 added to existing stakes and 74 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $17.2M. The largest seller was Morgan Stanley, cutting an estimated $18.6M.

  • 218 institutional investors held First Trust Large Cap Value AlphaDEX Fund (FTA) as of Q1 2026, up from 208 in Q4 2025.
  • Funds reported $901M of First Trust Large Cap Value AlphaDEX Fund stock for Q1 2026, up 11% quarter-over-quarter.
  • 25 funds opened new First Trust Large Cap Value AlphaDEX Fund positions in Q1 2026 and 10 closed out, a net change of +15 holders.
  • The largest First Trust Large Cap Value AlphaDEX Fund buyer in Q1 2026 was Integrated Wealth Concepts, an estimated $17.2M added.
  • The largest First Trust Large Cap Value AlphaDEX Fund seller in Q1 2026 was Morgan Stanley, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2026.